This event is for you wherever you are in your career. This full day event will connect firms and advisors while covering what you need to know about successful succession planning.

Hear from experts on tax planning, what the current RIA M&A market looks like, panel discussions with advisors that sold their businesses and companies that are acquiring firms. Speakers Include: Kem Taylor- FP Transitions Creating a Succession Plan, Jessica Polito -Turkey Hill Management- State of the RIA M&A, Paul Fullerton, Schwab – Envisioning & Preparing for a Deal, & Panel Discussions followed by Happy Hour and networking.

Register Here